Guardian Wealth Advisors (North Carolina)’s SPDR Gold Trust GLD Stock Holding History

Guardian Wealth Advisors (North Carolina)’s Portfolio GLD Stock Details GLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$698K	Sell	1,623 -1,852	-53%	-$829K	0.04%	181
2025 Q4	$1.38M	Buy	3,475 +180	+5%	+$68.7K	0.09%	127
2025 Q3	$1.17M	Sell	3,295 -13	-0.4%	-$4.14K	0.08%	134
2025 Q2	$1.01M	Buy	3,308 +140	+4%	+$42.4K	0.07%	140
2025 Q1	$913K	Buy	3,168 +1,113	+54%	+$294K	0.07%	136
2024 Q4	$498K	Buy	2,055 +97	+5%	+$23.8K	0.04%	191
2024 Q3	$476K	Sell	1,958 -31	-2%	-$7.1K	0.05%	170
2024 Q2	$428K	Buy	1,989 +20	+1%	+$4.33K	0.05%	173
2024 Q1	$405K	Sell	1,969 -22	-1%	-$4.22K	0.05%	181
2023 Q4	$381K	Sell	1,991 -62	-3%	-$11.4K	0.06%	168
2023 Q3	$352K	Sell	2,053 -19	-0.9%	-$3.4K	0.06%	165
2023 Q2	$369K	Buy	2,072 +11	+0.5%	+$2.02K	0.06%	153
2023 Q1	$378K	Buy	+2,061	New	+$363K	0.07%	144

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s GLD Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its SPDR Gold Trust (GLD) stake by 53% in Q1 2026, selling an estimated $829K and leaving 1,623 shares worth $698K. The position accounts for 0.04% of the portfolio, ranked #181.

Guardian Wealth Advisors (North Carolina) first reported a position in GLD in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.38M in Q4 2025. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 1,623 shares of SPDR Gold Trust worth $698K as of Q1 2026.
Guardian Wealth Advisors (North Carolina) sold 1,852 SPDR Gold Trust shares in Q1 2026, an estimated $829K.
SPDR Gold Trust made up 0.04% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #181 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in SPDR Gold Trust in Q1 2023 and has held it in 13 quarters since.
Guardian Wealth Advisors (North Carolina)'s SPDR Gold Trust position peaked at $1.38M in Q4 2025.
3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.